IHL
Investment House LLC Portfolio holdings
AUM
$2.11B
1-Year Est. Return
25.51%
1 Year Est. Return
+25.51%
AUM
$2.11B
AUM Growth
+$131M
(+6.6%)
Holding
242
Top Buys
| 1 | +$13.5M | |
| 2 | +$9.27M | |
| 3 | +$7.14M | |
| 4 |
Align Technology
ALGN
|
+$6.39M |
| 5 |
Coupang
CPNG
|
+$4.66M |
Top Sells
| 1 | +$9.59M | |
| 2 | +$7.26M | |
| 3 | +$6.48M | |
| 4 |
Zoetis
ZTS
|
+$6.03M |
| 5 |
Amazon
AMZN
|
+$5.23M |
Sector Composition
| 1 | Technology | 35.61% |
| 2 | Communication Services | 16.96% |
| 3 | Consumer Discretionary | 14.35% |
| 4 | Healthcare | 9.34% |
| 5 | Financials | 8.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
FedEx
FDX
$66.4B
| $5.39M | 0.26% |
22,862
-6,250
|
|
||
77
Cisco
CSCO
$309B
| $5.04M | 0.24% |
73,700
+1,093
|
|
||
78
Intel
INTC
$179B
| $5.03M | 0.24% |
149,996
+134,497
|
|
||
79
SPDR S&P 500 ETF Trust
SPY
$712B
| $4.99M | 0.24% |
7,488
+1,586
|
|
||
80
Bank of America
BAC
$404B
| $4.95M | 0.23% |
95,879
|
|
||
81
Solventum
SOLV
$14.2B
| $4.91M | 0.23% |
67,223
-405
|
|
||
82
Merck
MRK
$249B
| $4.84M | 0.23% |
57,666
-3,022
|
|
||
83
JPMorgan Chase
JPM
$871B
| $4.73M | 0.22% |
14,981
+8,665
|
|
||
84
Invesco S&P 500 Equal Weight ETF
RSP
$76.1B
| $4.34M | 0.21% |
22,874
+17,512
|
|
||
85
Waters Corp
WAT
$22.9B
| $4.29M | 0.2% |
14,308
-146
|
|
||
86
Charles River Laboratories
CRL
$9.75B
| $4.29M | 0.2% |
27,417
-3,996
|
|
||
87
Interactive Brokers
IBKR
$28B
| $4.24M | 0.2% |
+61,686
|
|
||
88
Corning
GLW
$75.5B
| $4.24M | 0.2% |
51,665
|
|
||
89
Nike
NKE
$100B
| $4.11M | 0.19% |
58,906
-981
|
|
||
90
IBM
IBM
$289B
| $4.06M | 0.19% |
14,400
-100
|
|
||
91
Micron Technology
MU
$267B
| $4.05M | 0.19% |
24,185
+150
|
|
||
92
Medtronic
MDT
$126B
| $4M | 0.19% |
41,963
-105
|
|
||
93
iShares Trust iShares 0-1 Year Treasury Bond ETF
SHV
$19.8B
| $3.87M | 0.18% |
35,031
+219
|
|
||
94
McDonald's
MCD
$227B
| $3.74M | 0.18% |
12,315
-2,421
|
|
||
|
XYZ
95
Block Inc
XYZ
$38.9B
| $3.71M | 0.18% |
51,318
+440
|
|
||
96
TSMC
TSM
$1.49T
| $3.68M | 0.17% |
13,189
+10,158
|
|
||
97
Ralph Lauren
RL
$22.5B
| $3.65M | 0.17% |
11,630
-100
|
|
||
98
iShares 1-3 Year Treasury Bond ETF
SHY
$23.5B
| $3.57M | 0.17% |
43,061
-2,478
|
|
||
99
Garmin
GRMN
$39.9B
| $3.5M | 0.17% |
14,225
|
|
||
100
Corpay
CPAY
$21.8B
| $3.37M | 0.16% |
11,700
-8,703
|
|